Palantir Forecasts 61% Revenue Growth with Record $4.3B Contracts
Palantir expects 2026 revenue of $7.182–$7.198 billion, a 61% year-over-year increase and acceleration from 56% growth in 2025. U.S. business rose 93% year-over-year, U.S. commercial revenue climbed 137%, and total contract value hit a record $4.3 billion.
1. Revenue Guidance
Management projects 2026 revenue between $7.182 billion and $7.198 billion, up 61% year-over-year and accelerating from 56% growth in 2025.
2. Segment Performance
U.S. business expanded 93% year-over-year in the fourth quarter, U.S. commercial revenue climbed 137%, and the U.S. government segment grew 66% as agencies increased analytics spending.
3. Contracts and Analyst Outlook
Total contract value reached a record $4.3 billion; analysts at Mizuho, Citi and UBS upgraded their ratings and set price targets between $180 and $260, implying over 25% potential upside.